Form 990 for tax year 2023
Filed by ST RICHARDS EPISCOPAL SCHOOL FOUNDATION INC.
Totals
- Total revenue
- $539,318
- Total expenses
- $391,434
- Contributions and grants received
- $42,753
- Grants paid
- $345,000
- Program service revenue
- $0
- Investment income
- $496,565
- Other revenue
- $0
- Total assets, end of year
- $8,476,927
- Total liabilities, end of year
- $0
- Net assets or fund balances, end of year
- $8,476,927
- Program services expenses (Part IX)
- $345,000
- Management and general expenses
- $46,434
- Fundraising expenses
- $0
- Program service expenses (Part III)
- $345,000
Program services were 88.1% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
Line items
Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.
Revenue
Part VIII, the statement of revenue.
-
1f · All other contributions, gifts and grants
$42,753
-
1g · Noncash contributions included above
$25,444
-
3 · Investment income
total $237,650 · excluded $237,650
-
7a · Gross sales of assets other than inventory
securities $835,000
-
7b · Less cost or other basis and sales expenses
securities $576,085
-
7c · Gain or loss
securities $258,915
-
7d · Net gain or loss
total $258,915 · excluded $258,915
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $345,000 · program services $345,000
-
11f · Fees: investment management
total $46,434 · management and general $46,434
Balance sheet
Part X, book values.
-
2 · Savings and temporary cash investments
beginning of year $104,394 · end of year $202,415
-
11 · Investments: publicly traded securities
beginning of year $7,404,833 · end of year $7,969,205
-
15 · Other assets
beginning of year $324,610 · end of year $305,307
-
28 · Net assets with donor restrictions
beginning of year $7,833,837 · end of year $8,476,927
Mission and programs · 2023
Mission
THE MISSION OF ST. RICHARD'S EPISCOPAL SCHOOL FOUNDATION IS TO PROVIDE FINANCIAL SUPPORT FOR THE WORK AND MINISTRY OF ST. RICHARD'S EPISCOPAL SCHOOL IN INDIANAPOLIS, IN AND ESPECIALLY TO HELP UNDERWRITE THE SCHOOL'S FINANCIAL AID AND SCHOLARSHIP PROGRAMS FOR THE FAMILIES WHO OTHERWISE WOULD NOT BE ABLE TO AFFORD THE TUITION TO ATTEND THE SCHOOL.
Activities or mission (Part I)
TO PROVIDE FINANCIAL SUPPORT FOR THE WORK AND MINISTRY OF ST. RICHARD'S EPISCOPAL SCHOOL IN INDIANAPOLIS, IN AND ESPECIALLY TO HELP UNDERWRITE THE SCHOOL'S FINANCIAL AID AND SCHOLARSHIP PROGRAMS FOR THE FAMILIES WHO OTHERWISE WOULD NOT BE ABLE TO AFFORD THE TUITION TO ATTEND THE SCHOOL.
-
ST. RICHARD'S FOUNDATION OPERATES FOR THE SUPPORT OF ST. RICHARD'S EPISCOPAL SCHOOL BY SECURING, DONATING AND ARRANGING DEFERRED GIFTS VIA FORMAL PLANNED GIVING INSTRUMENTS.
Expenses $345,000 · Grants $345,000
As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.
Listed in Part VII
-
Dan StrahlDAN STRAHL
PRESIDENT
- Total calculated
- $0
- Hours/week
- 4
-
Mason HughesMASON HUGHES
VICE PRESIDENT
- Total calculated
- $0
- Hours/week
- 4
-
Anne SellersANNE SELLERS
TREASURER
- Total calculated
- $0
- Hours/week
- 4
-
Molly GarauMOLLY GARAU
SECRETARY
- Total calculated
- $0
- Hours/week
- 4
-
Frederick A RoetterFREDERICK A ROETTER
MEMBER AT-LARGE
- Total calculated
- $0
- Hours/week
- 4
-
Mary BurgerMARY BURGER
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 4
-
Colin ConnorCOLIN CONNOR
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 4
-
Thomas GreistTHOMAS GREIST
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 4
-
Greg HumrichouserGREG HUMRICHOUSER
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 4
-
Keith JewellKEITH JEWELL
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 4
-
James B LemlerJAMES B LEMLER
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 4
-
Marlene MarchesaniMARLENE MARCHESANI
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 4
-
Erick PonaderERICK PONADER
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 4
-
Ginny Rabbitt-JenkinsGINNY RABBITT-JENKINS
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 4
-
Zachary SchalkZACHARY SCHALK
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 4
-
Kathryn SchererKATHRYN SCHERER
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 4
Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those.
Grants on this return
-
ST RICHARD'S EPISCOPAL SCHOOL INC
$345,000
TO SUPPORT EDUCATION
Related organizations on this return
Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.
-
ST RICHARD'S EPISCOPAL SCHOOL INC
501(C)(3) · EDUCATION OF CHILDREN GRADES PRE-KINDERGARTEN THROUGH 8 · IN
Provenance
- Return type
- form_990
- Tax year
- 2023
- Filed
- 6 February 2025
- IRS schema version
- 2023v6.0
- Source object
- 202530499349300418
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